Developed and delivered by Mike Bevilacqua, Senior VP Research & Education, Credit Research Foundation

CEUs Awarded: 0.3

This course provides a full how-to guide on managing an Accounts Receivable portfolio through the customer life cycle.

Topics covered in this course include:

  • How to set up new accounts
  • Proactively finding risk within your AR portfolio
  • Reserve requirements including CECL
  • Default optimization pre and post default
  • Service providers and staff preparedness

This course is designed for professionals such as:

  • Senior Credit & Collections Analyst
  • Credit Risk Analyst
  • Credit Manager
  • Credit & Collections Manager
  • Director of Credit & Collections
  • Invoice-to-Cash Professionals
  • Order-to-Cash Professionals
  • Director of Shared Services


This is an On-Demand Course, allowing students to work independently and at their own pace to accommodate the time demands of busy professionals. Upon concluding the presentation/course material, the participant is required to take a final exam. Those who receive a grade of 70% or higher will receive an electronic “Certificate of Professional Development” from the Credit Research Foundation.

Registration Fees - $299

CRF Members receive a 20% discount on the course registration fee. Please contact Angela McDonald to obtain the code to enter at checkout. CLICK HERE to register for this course (Note: this link will take you to DigitalChalk, which is the education platform we use to deliver courses.) If this is the first time you are registering for a CRF On-Demand Course, please create a new account. Click on the “Catalog” tab and make your course selection.

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